Chapter 1193 Deterioration (4k)
Chapter 1193 Deterioration (4k)
Internationally renowned data companies provide partial data support.
Hedge fund No. 1 is leading the charge.
The head of Sony provides the inside scoop.
Fang Zhuo paid close attention.
Just as I told Gasoline Man, this system battle is related to the next-generation technology layout. Regardless of whether Bing Xin can survive until then, Fang Zhuo will first find a way to accumulate family wealth.
In the first week of March, Fang Zhuo was sitting in Yike. While preparing for the investigation of the Japanese company with Kong Yu, he also greeted Stringer in New York.
The gift from Huaxia had been sent from Shanghai to Sony's New York building office, which surprised Stringer very much.
As the saying goes, affection is more important than etiquette, not to mention that etiquette is not light.
Stringer actually has a rather ambivalent mentality about maintaining his relationship with Mr. Fang.
On the one hand, Mr. Fang has a lot of money, and Sony is short of money.
On the one hand, as Yike became stronger and stronger, the former external directors had more and more influence. If I always took the initiative to post them, it would be somewhat unpleasant.
This is just right now, my friend has become a rich man, and he can still contact me proactively, which avoids embarrassment and embarrassment.
Stringer now pays more attention to the opinions from Mr. Fang than in the past, and chatted with him a lot about the situation of Sony's consumer electronics business and internal reflections, and one example that they both know was repeatedly mentioned.
That is, Sony’s camera department would rather give its technology to outside brands than to Sony’s mobile phones. At that time, Fang Zhuo, an external director, intervened from the sidelines, and finally let Sony’s mobile phones obtain its own technology, which led to some reforms in the department.
But judging from the situation of Sony mobile phones in the past two years, a small reform obviously cannot save the overall development.
In this, Stringer, who is unwilling to make the decision to switch to Android in time, obviously has a responsibility. He did not shy away from this point in this exchange, but it made people sigh even more.
Fang Zhuo did not criticize the old Jazz for this, but gave an understanding: "There is nothing to blame yourself for. You just made a decision that everyone thought was not too wrong at that stage. How can you take all the responsibility? ?Even if I were in your position, I couldn't do better than you."
Stringer felt relieved, and Mr. Fang said so, there was indeed a reason for what happened at that time.
Sony is no better than Mr. Fang. Mr. Fang has no burden to start with. He brings Sony, a titular giant who is full of stubborn illnesses, to use his fists and feet.
The communication between the two has reached a new height since they met, and their spirits have also resonated with it.
Fang Zhuo has always been sincere in the right places, and has also given his own analysis of Sony's current problems. Of course, if the group can reverse its decline with analysis alone, then... bless Sir.
In the second week of March, the investigation team formed by Kong Yu took shape. He planned to fly to Tokyo this week to start an investigation journey that required patience and sensitivity. Whether Sony’s “ZTE master” ZTE road would end early It may depend on the findings of this team.
But something happened that shocked the two of them, or the world.
On the afternoon of March 3, a huge tsunami broke out in the northeastern sea area of Japan, causing devastating damage to Iwate, Miyagi, Fukushima and other places in the northeast, and triggered the Fukushima nuclear leak.
The team that originally planned to fly to Japan immediately canceled the trip, and Kong Yu and others urgently re-evaluated the possible impact and chain reaction.
Fang Zhuo was surprised and his vague impression was awakened by reality. It seemed that there was such a thing in Japan. Then he subconsciously linked his recent concerns about neighboring companies, especially Toshiba, and instantly understood what this time had brought to it. Dramatic impact.
One of Toshiba's key businesses today is nuclear power. In 06, it spent a huge amount of money to acquire Westinghouse Electric, an American nuclear power technology company. It is ambitious and hopes to make achievements in this field, but this time Fukushima will undoubtedly deal a huge blow. Toshiba's nuclear power strategy.
Moreover, Toshiba's acquisition of Westinghouse encountered malicious competition from GM and Mitsubishi, and the premium reached 54 billion US dollars to achieve the goal. Now it seems that it must have a huge burden.
Fang Zhuo's attention was focused on Toshiba, but soon he received another call from Stringer.
He realized that Sony is also in trouble now. At least 10 factories will be affected, involving storage, semiconductor lasers, and image sensor businesses. It is not just a direct disaster, but also power outages, raw materials, and components. Many secondary situations such as shortages will inevitably bring huge losses.
The house leak happened to rain overnight, and Sony's financial situation was already tense. The financial report that could be whitewashed last year may face unprecedented pressure.
Stringer seemed rather pessimistic in the phone communication this time. He had hoped for the recovery of consumer electronics and other businesses, but this time he was forced to interrupt the plan...
Even Fang Zhuo, a foreign director who is considering getting back to Sony, feels helpless after hearing the old Jazz's words. This year's bubble may be even bigger. Bounce it.
However, this situation really does not depend on everyone's will, so we can only say, see you at the end of the year.
The unexpected situation in early March will definitely have a profound impact on many Japanese companies. Although the northeastern region is not the most important industrial area this time, it also concentrates many important industrial factories such as automobiles, nuclear power, petrochemicals, and semiconductors.
Moreover, the scale of the economy here also accounts for about 8% of Japan's GDP.
Kong Yu repeatedly took stock of the situation of some companies' factories over there, and planned to postpone the trip until next month, and conduct in-depth research after the situation stabilized. Do not carry out more fraud, and even more mistakes.
The situation in Japan has attracted the attention of the international community. In addition to its own disasters, the successive leaks in Fukushima have also attracted much attention.
Fang Zhuo nestled in Shanghai, waiting for the changes that IDC and the Gasoline Team could continue to bring about. However, Kong Yu hadn’t set out yet, and he heard about Soros’s interest in the Japanese yen from Wall Street. I don’t know if it’s just a test.
Kong Yu talked to his boss about his ideas in this regard, and thought that this line can also be followed, regardless of the yen or Japanese companies, the next one to two years may be the time to harvest.
Of course, he agrees with the boss's guiding ideology of taking advantage of the situation. If there is a significant trigger, the time and scope of the explosion are worth looking forward to, but before that, one needs to remain patient.
On March 3, Fang Zhuo and Su Wei talked about the second step of their trip abroad, planning to watch the NBA Finals live in June, just in time to release Yike's new machine.
Su Wei went through Europe so much, so she was not so worried about the safety of going abroad.
The main reason is that there is nothing wrong with Mr. Kong, a hated big bald head. Presumably the mysterious person will be safe. Besides, the financial market is turbulent. Nowadays, Europe and Japan, which has attracted attention, are profitable. Three-tenths of an acre of land sells consumer electronics, so there shouldn't be too many eyes on it.
"When you go to the United States in June, can you see problems in Japanese companies in the past few months?" Su Wei asked after hearing some exploratory research on Japanese companies sporadically these days.
"How is it possible? IDC is now paying attention to the situation in Olympus. From the current point of view..." Fang Zhuo's words were stuck, and he said after a while, "You also know that financial fraud is relatively difficult. Secretly, Olympus has its own finance department staff last year and this year’s new CEO news, Sony has news about Stringer and me, Toshiba is a reasonable suspicion, and many other Japanese companies are represented Doubt, if you really want to find out the tail, you need to make hard work."
Su Wei thought for a while, and corrected her first: "Mr. Fang, I don't know much about financial fraud..."
She is not as extensive as the big president in front of her, and there is a dedicated team under her to do these things. She now wonders if she helped Mr. Xiong acquire IDG because she was optimistic about the role that IDC can play, right?
Then he continued: "Then it's next year? This way you can get what you want?"
Fang Zhuo patiently chatted with Teacher Xiao Su about his idea of "slicing". Technology is not a whole but can be decomposed, especially for ASML and Nikon samples. The technical direction is based on "light source, lens, mask table" Cut down, and then continue to disassemble and cut again, and the company's direction is towards Toshiba and Nikon.
Anyway, you can get what you can get, not too little, not too small.
In the end, he gave an idea of time: "I see that the struggle between the old and new management of Olympia is quite fierce. Sony's financial bubble will definitely not survive this year. From this point of view, next year may be a thunderstorm period."
Even though Su Wei already knew the man in front of her very well and his relationship with Sonny, now seeing Sonny as a sign of judgment, she still couldn't help saying: "Sony met you, Stringer met you... really... Cocoon yourself."
Fang Zhuo replied indifferently: "Take it as the decline of luck, and the time has come."
Su Wei: "..."
"I think Kong Yu's response is very enthusiastic this time, and he has a lot of interest in Japan." Fang Zhuo said, "I strictly ordered him not to falsify the data and not to be too proactive."
Su Wei nodded silently. Mr. Kong today is really far away from Mr. Kong who recklessly broke into Hang Lung 23 in the early years. The mystery of fate cannot but be sighed.
Just as she was about to speak, Fang Zhuo's cell phone rang.
"Hey, it belongs to Dr. Jiang."
When Fang Zhuo answered the phone, it was Jiang Shangzhou, the chairman of SMIC.
Years and years later, Dr. Jiang was recuperating in the capital, so the two made an appointment to meet Fang Zhuo when he returned from Europe, but it was still postponed due to physical reasons, and they did not return to Shanghai until yesterday.
Fang Zhuo chatted with Dr. Jiang on the phone and made an appointment to meet over the weekend.
When he hung up the phone, the smile on his face disappeared, and he frowned and said, "Dr. Jiang's condition is definitely not very good. This time, he will be recuperating in the hospital directly when he comes back."
Su Wei said "um", but didn't say what was in her heart. Since they were all in the hospital, but now they choose to return to Shencheng, the situation may be worse than imagined.
Two days later, on the weekend, Fang Zhuo drove lightly and brought some fruits to Ruijin Hospital to see Dr. Jiang.
The two made an appointment at 10 o'clock in the morning.
Fang Zhuo arrived 10 minutes early. Unexpectedly, when he arrived at the ward, he saw Jiang Shangzhou sitting on the hospital bed chatting with SMIC CEO Wang Ningguo.
"Mr. Fang, you came early." Jiang Shangzhou looked at the time and welcomed Fang Zhuo with a smile.
Fang Zhuo put down the fruit basket, nodded at Wang Ningguo, and couldn't laugh or cry: "It's already 9:50, how dare you still meet the guests? Do you leave no time to rest in the middle? Rehabilitation requires both healing and Raise."
"It's not enough for treatment or raising, that's all. I might as well talk to you more." Jiang Shangzhou's voice is okay, but he's thinner, much thinner than the last time we met.
When Wang Ningguo saw Mr. Fang coming, he got up and said goodbye.
Fang Zhuo sent him to the door, talked for a few words before returning to the ward, turned around and saw that Dr. Jiang was about to get out of bed to pour water for himself, hurried over and pushed him back, and said helplessly, "Why are you calling me? Am I young and strong enough to drink like this?"
Jiang Shangzhou was not too polite and nodded: "Then I won't greet you anymore. You greet me."
Fang Zhuo looked at Dr. Jiang inexplicably.
Jiang Shangzhou looked in the direction of the door of the ward. His son was outside. He whispered: "Did you bring cigarettes? Here's one."
"No, I quit a long time ago." Fang Zhuo flatly refused, "Besides, I was told not to give you cigarettes before I came in."
Jiang Shangzhou was a little disappointed, and complained: "You, you, quit smoking at such a young age. Forget it. When it comes to this point, I will ignore everything. It's okay to smoke or not."
"You can peel an apple and eat it." Fang Zhuo smiled and took the apple from the fruit bowl, "Add more vitamins."
Jiang Shangzhou sighed twice and suddenly asked: "Where has the ice core's 32nm reached?"
Fang Zhuo looked up, saw Dr. Jiang's piercing eyes, and replied: "The risk trial production is still a long way off, but the progress has been expected. Now we are studying the second-generation high-k insulating layer/metal gate process. The 45nm chip we provided to Zhurong this year is HKMG's 45nm, which has been improved compared to last year's [-]nm. If Dr. Liang and his team work well, they will probably start risk trial production in the third quarter."
Compared with 32nm, 45nm is a replacement of better materials on the original basis, and continues the old way of reducing the size, which is relatively not so difficult.
Fang Zhuo did not mention the 28nm technical differences faced by Bingxin. Now that the two directions are being verified together, everyone is still very angry.
"HKMG, 32nm, Zhu Rong." Jiang Shangzhou muttered a few words, and said leisurely and fascinated, "Okay, that's great, Hu Zhengming and Liang Mengsong are indeed a generation of wizards!"
He looked at Fang Zhuo who had finished peeling the apple, and praised: "You are also a genius of a generation!"
Fang Zhuo handed over the apple and said with a smile: "Don't get excited, Professor Hu and Dr. Liang, they still have great ideas about the future, and they are all waiting for the day when FinFETs will be used in ice cores."
Jiang Shangzhou nodded again and again, took a breath: "Come on, we have to talk outside, the ward is too cramped, let's talk outside in the vast world."
He pointed to the wheelchair by the wall and motioned to Mr. Fang to push that one outside for a walk and chat.
Fang Zhuo supported Dr. Jiang and considered what good news to say.
"Also, ask your secretary to bring cigarettes." Jiang Shangzhou said again.
Fang Zhuo suspected that this was the real purpose of the so-called "broad world", and sincerely lied: "I drove here by myself today, without a secretary and without cigarettes."
RBCT